Onboarding Specialist I

Boulevard

Onboarding Specialist coordinating onboarding projects for Boulevard's client experience platform. Focused on customer relationships and project management within a SaaS environment.

Posted 6/5/2026full-timeRemote • 🇺🇸 United StatesJunior💰 $31 per hourWebsite

ATS Keywords

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Hard Skills

customer onboardingproject coordinationimplementationcustomer successaccount managementSaaS onboarding workflowssystem configurationsoperational processesproject managementdata collection

Soft Skills

organizational skillstime managementattention to detailcommunication skillsrelationship buildingprofessionalismaccountabilityfollow-throughproblem identificationownership mindset

Tools & Technologies

SalesforceGuideCXoperational systems

Industry Keywords

onboarding processesproject documentationmilestone completioncustomer experiencecross-functional collaborationcontinuous learningcoachingoperational efficiency

About the role

Key responsibilities & impact

Manage customer onboarding projects from kickoff through activation using established onboarding processes and implementation standards.
Serve as the primary customer contact throughout onboarding, maintaining consistent communication and strong customer experience standards.
Coordinate onboarding project plans, timelines, milestones, and customer deliverables.
Help maintain customer momentum by following up on action items, reinforcing timelines, and driving milestone completion.
Track onboarding progress and maintain accurate project documentation across Salesforce, GuideCX, and operational systems.
Support onboarding quality by coordinating configuration tasks, data collection, testing activities, and launch readiness preparation.
Identify project risks, delays, or blockers early and escalate concerns appropriately.
Partner cross-functionally with Sales, Product, Engineering, Data Migration, Support, Education, and Customer Success teams to help resolve customer needs and onboarding dependencies.
Maintain strong organizational discipline across a portfolio of onboarding projects while balancing competing priorities.
Contribute ideas and feedback to improve onboarding processes, customer experience, and operational efficiency.
Participate in onboarding enablement, coaching, and continuous learning opportunities.

Requirements

What you’ll need

1–3 years of experience in customer onboarding, project coordination, implementation, customer success, or account management roles.
Strong organizational and time management skills with attention to detail.
Ability to manage multiple projects and competing priorities simultaneously.
Strong written and verbal communication skills.
Ability to build customer relationships while maintaining professionalism and accountability.
Comfortable working within structured processes, timelines, and operational expectations.
Strong follow-through and ownership mindset.
Ability to identify problems, ask questions, and escalate issues appropriately.
Technical aptitude and ability to learn SaaS onboarding workflows, system configurations, and operational processes.
Willingness to learn and develop project management, customer management, and onboarding expertise.

Benefits

Comp & perks

401(k) match plus dental, medical, vision, and life insurance.
Flexible vacation day policy.
Fully remote work with monthly work from home stipend.
Family planning resources and specialized support programs.
Equity participation.